Ipsum Wealth

About

Ipsum Wealth is a financial advisory firm with offices in Bendigo and Melbourne, offering practical guidance for individuals and businesses looking to get their finances in order. With more than three decades of experience behind the team, they focus on helping clients make clear, informed decisions - whether it’s planning for retirement, building wealth, or sorting out insurance.

Clients benefit from a straightforward, fixed-fee approach, so there are no hidden costs or surprises. The firm also works closely with accountants and partners like Partners Wealth Group, ensuring access to broader expertise when it’s needed. It’s a place where you can sit down, talk through your financial goals, and walk away with a plan that makes sense.

What Ipsum Wealth offers

• Financial planning for retirement, wealth accumulation, and budgeting
• Investment advice tailored to individual priorities
• Financing solutions for personal, residential, and business needs
• Personal insurance advice and policy selection
• Self-managed superannuation fund setup and management

Why choose them

• Fixed fee pricing with no unexpected costs
• Over 30 years of financial advisory experience
• Partnership with Partners Wealth Group and Ipsum Advisors
• Offices in Bendigo and Melbourne
• Collaborative approach with your accountant

More financial advisory nearby

Contact

Phone

03 5442 2966

Address

59 Queen St, Bendigo VIC 3550

Website

ipsumwealth.com.au

Hours

• Monday9am – 5pm
• Tuesday9am – 5pm
• Wednesday9am – 5pm
• Thursday9am – 5pm
• Friday (today)9am – 5pm
• SaturdayClosed
• SundayClosed